Why KTrade

We offer a unique breadth and depth of expertise through our Alliance Members

We operate on an open architecture platform

We are committed to full disclosure of all fees

We use the best technology to deliver a quality solution that keeps your information secure at all times

KTRADE is proud to be a CEFEX-Certified Recordkeeper since 2011. Achieving and maintaining this certification annually illustrates our commitment to efficient and accurate processes, integrity of data security, and even proper management protocols and succession planning to deliver continuity of service to our clients.

Please watch the CEFEX video to learn more about this important industry certification.

Most importantly, we are committed to retirement success. Learn more about KTRADE’s commitment to: